RenMac Off-Script: Fed Passive Easing, Uncle Sam Active Easing
RenMac - A podcast by Jeff deGraaf, Neil Dutta, & Stephen Pavlick - Fridays
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RenMac handicaps political winners/losers of stimulus, the great inflation debate, deGraaf’s “Perpetuity Effect”, what Fed’s comments mean for asset prices and Neil’s definition of a “Powder Day”.
